Financial Adviser
· HAWTHORN, VIC
Shaun Andrew Guzzo
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000443047
Shaun Andrew Guzzo is a financial adviser based in Hawthorn, Victoria, with 13 years of experience in the financial services industry. Shaun is currently authorised under Swm (Aust) Pty Ltd. Shaun holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Financial Planning) from RMIT University. Shaun is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Business Law (BLO1105)
Victoria University
2012
Bachelor of Business (Financial Planning)
RMIT University
2020
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan Higher Education
2025
Tax for Financial Advising
Kaplan
Registration History
PRIVATE WEALTH PTY LTD
Excluding Self Managed Superannuation Funds
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register